WE Family Offices

EST. AUM
$17,752,394,957

CONTACTS
8

CLIENT ACCOUNTS
112

Firm Details

Metro area Miami
CRD Number 109869
Website wefamilyoffices.com
Client types

Overview

WE Family Offices ("Wealth Enterprise") is a large RIA/Multi-Family Office with primary offices in Miami and New York City. The client base is made up of ultra high net worth families, with an average client relationship of approximately $40M. A large % of clients are located outside of the US. Their firm advises on approximately $10.2 billion and reports on an additional $3.9 billion for a total assets under advisement or reported on of $14.1 billion.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WE Family Offices

Platform Details

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